Want to connect Billit to Claude, ChatGPT or Cursor? This guide shows how to do it in three steps with the no-code Peliqan MCP server. Once it is set up, your AI assistant can query live Billit data: sales and purchase invoices, credit notes, offers, customers, suppliers, products and documents. There are no exports, no API keys to manage and nothing to install. If you want the full feature list first, see the Billit MCP page.
What you need before you start
- A Billit account with access to the company you want to query
- A Peliqan account (7-day free trial, no card needed)
- Claude, ChatGPT, Cursor or another AI client that supports custom MCP connectors
How to connect Billit to Claude in three steps
- 1Sign up for Peliqan and connect Billit. Create your Peliqan account with Billit preselected, then connect your Billit account with your own credentials. Peliqan stores the connection on its side and keeps the data in sync, so your AI client never sees your Billit login.
- 2Add Peliqan to Claude. The MCP setup step at the end of the Peliqan onboarding walks you through it. In Claude, open Settings → Connectors → Add custom connector, paste
https://mcp.peliqan.io/mcpas the server URL, click Add, then log in with your Peliqan account and approve. Claude now sees your Billit tables as tools. - 3Ask Claude about your Billit data. Type a question in plain language. Claude looks up the live figures and answers in the chat. Where writeback is on, it can also create and send an invoice or register a payment for you.
Connect Billit to ChatGPT, Cursor or Copilot
The same server works in every MCP client, so you only set up Billit once. In ChatGPT, Cursor, Gemini or VS Code with Copilot, add https://mcp.peliqan.io/mcp as a custom MCP server in the client’s connector settings and log in with the same Peliqan account. ChatGPT allows custom MCP servers on its Business and Enterprise plans. As a result, you can switch AI tools, or use several side by side, without touching Billit again.
What your AI can read and write in Billit
The Billit connector gives your AI 6 tables with full history, 4 live lookups and 9 write actions. These are the ones people use most:
| Read (tables and live lookups) | Write (actions) |
|---|---|
| Invoices, credit notes and offers, with their invoice lines | Create, update and send invoices, credit notes and offers |
| Customers and suppliers | Register payments |
| Products | Create, update and delete customers and suppliers |
| Documents and files | Create products |
| Company and account settings | Any Billit API call |
| Live: get a record by ID, search records, recently changed records |
The full list is on the Billit connector page. Billit covers both sales and purchase invoicing, so the same chat answers “what is still unpaid?” on both sides. Because Peliqan keeps the full history rather than a recent window, you can ask about last year, not just last month.
Example prompts once Billit is connected
- “What is my total unpaid sales invoice amount in Billit, and who owes the most?”
- “List purchase invoices that still need approval.”
- “Show VAT due for the current period.”
- “Welke offertes zijn nog niet omgezet in een factuur?”
- “Create an invoice for customer X with these two lines and send it.”
Writeback is on by default
When you connect Billit, Peliqan enables the write actions as well as the reads. So Claude can create and send an invoice or register a payment when you ask it to. If you prefer a read-only setup, switch writeback off for that connection in Peliqan. The switch sits on the connection itself, so you can keep reads on and writes off for one account and the reverse for another. Writes go straight to Billit; the synced copy updates at the next sync, and for the very latest record the AI reads live. Your AI app normally asks you to approve each write before it runs.
About the Billit MCP server
Model Context Protocol (MCP) is the open standard that lets AI assistants work with external tools and data. The Peliqan Billit MCP server is a hosted, MCP-compliant endpoint that exposes your Billit data to Claude, ChatGPT, Cursor, Gemini and any other MCP client. You install nothing and maintain nothing. Peliqan holds the Billit connection; your AI client logs in to Peliqan, not to Billit. To learn more, read about the Peliqan MCP server or browse all Peliqan connectors.
Ready to connect Billit to Claude? Start your free trial, or talk to us if you want help setting it up for your team.
